Vault-13

SPDR SER TR XHS

HLTH CARE SVCS · ETP · CUSIP 78464A573

63 institutional holders +1 vs Q4 2025
501,119501.1k shares reported held*
$50.3mreported value*
5 new 12 added 14 reduced 5 sold out net bought ≈ $1.3m (+13.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $100.33.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 54Q4 22: 53Q1 23: 51Q2 23: 42Q3 23: 49Q4 23: 48Q1 24: 51Q2 24: 53Q3 24: 56Q4 24: 49Q1 25: 50Q2 25: 53Q3 25: 53Q4 25: 62Q1 26: 6363Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202254
Q4 202253
Q1 202351
Q2 202342
Q3 202349
Q4 202348
Q1 202451
Q2 202453
Q3 202456
Q4 202449
Q1 202550
Q2 202553
Q3 202553
Q4 202562
Q1 202663

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 20 bought or addedQ2 24: 23 cut or sold outQ3 24: 20 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 12 bought or addedQ4 24: 22 cut or sold outQ1 25: 14 bought or addedQ1 25: 15 cut or sold outQ1 25Q2 25: 18 bought or addedQ2 25: 16 cut or sold outQ3 25: 16 bought or addedQ3 25: 21 cut or sold outQ3 25Q4 25: 22 bought or addedQ4 25: 16 cut or sold outQ1 26: 17 bought or addedQ1 26: 19 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242023
Q3 20242020
Q4 20241222
Q1 20251415
Q2 20251816
Q3 20251621
Q4 20252216
Q1 20261719

Biggest buyers

GOLDMAN SACHS GROUP INC Added +101,208+101.2k
HRT FINANCIAL LP New +10,734+10.7k
TWO SIGMA INVESTMENTS, LP New +10,600+10.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +8,996+9.0k
JANE STREET GROUP, LLC New +3,182+3.2k
Tower Research Capital LLC (TRC) Added +3,125+3.1k
JPMORGAN CHASE & CO New +2,000+2.0k
UBS Group AG Added +1,285+1.3k
PARK AVENUE SECURITIES LLC Added +471+471
RAYMOND JAMES FINANCIAL INC Added +300+300

Biggest sellers

CITIGROUP INC Reduced -30,000-30.0k
MORGAN STANLEY Reduced -28,657-28.7k
LPL Financial LLC Reduced -20,444-20.4k
BANK OF AMERICA CORP /DE/ Reduced -16,675-16.7k
Goodman Advisory Group, LLC Sold out -10,529-10.5k
Stratos Wealth Partners, LTD. Sold out -7,390-7.4k
CITADEL ADVISORS LLC Reduced -5,899-5.9k
ENVESTNET ASSET MANAGEMENT INC Sold out -2,116-2.1k
AMERIPRISE FINANCIAL INC Reduced -2,038-2.0k
Western Wealth Management, LLC Sold out -1,958-2.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 216,762216.8k $21.7m $21.7m 0.00% Added +101.2k +101,208
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 32,04932.0k $3.2m $3.2m 0.00% Reduced -28.7k -28,657
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,90629.9k $3.0m $3.0m 0.00% Reduced -20.4k -20,444
4 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 29,71929.7k $3.0m $3.0m 0.00% Reduced -30.0k -30,000
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 22,78522.8k $2.3m $2.3m 0.00% Added +300 +300
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,69012.7k $1.3m $1.3m 0.00% Added +9.0k +8,996
7 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 12,18112.2k $1.2m $1.2m 0.01% Unchanged
8 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,13512.1k $1.2m $1.2m 0.00% Reduced -958 -958
9 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 11,01811.0k $1.1m $1.1m 0.03% Added +3.1k +3,125
10 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,73410.7k $1.1m $1.1m 0.00% New
11 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 10,60010.6k $1.1m $1.1m 0.00% New
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,6299.6k $964.2k $964.2k 0.00% Reduced -16.7k -16,675
13 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 9,3379.3k $934.9k $934.9k 0.01% Unchanged
14 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 9,1339.1k $914.5k $914.5k 0.03% Reduced -277 -277
15 BLUEDOOR PRIVATE WEALTH, LLC 0.42% of their portfolio BEVERLY, MA 9,0429.0k $905.4k $905.4k 0.42% Reduced -753 -753
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,7307.7k $774.0k $774.0k 0.00% Added +250 +250
17 SPINNAKER TRUST 0.04% of their portfolio PORTLAND, ME 6,7056.7k $671.4k $671.4k 0.04% Unchanged
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,5256.5k $653.3k $653.3k 0.00% Added +1.3k +1,285
19 Alamea Verwaltungs GmbH 0.45% of their portfolio Edison, NJ 6,0006.0k $600.8k $600.8k 0.45% Unchanged
20 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 3,5783.6k $358.0k $358.0k 0.00% Added +471 +471
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,1823.2k $318.6k $318.6k 0.00% New
22 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 2,7132.7k $271.6k $271.6k 0.00% Reduced -2 -2
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,6932.7k $269.7k $269.7k 0.00% Reduced -413 -413
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,2782.3k $228.1k $228.1k 0.00% Reduced -5.9k -5,899
25 Kaizen Financial Strategies 0.10% of their portfolio CAMPBELL, CA 2,2502.2k $239.2k $239.2k 0.10% Added +250 +250
26 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,1252.1k $212.6k $212.6k 0.00% Reduced -2.0k -2,038
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0332.0k $203.0k $203.0k 0.00% Added +83 +83
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,0002.0k $196.6k $196.6k 0.00% New
29 ORSER CAPITAL MANAGEMENT, LLC 0.19% of their portfolio SOUTHLAKE, TX 2,0002.0k $293.2k $293.2k 0.19% Reduced -50 -50
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,4941.5k $149.6k $149.6k 0.00% Reduced -898 -898
31 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3811.4k $138.3k $138.3k 0.00% Added +18 +18
32 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 905905 $90.6k $90.6k 0.00% Unchanged
33 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 808808 $81.0k $81.0k 0.01% Unchanged
34 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 785785 $78.6k $78.6k 0.00% Unchanged
35 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 696696 $69.7k $69.7k 0.01% Unchanged
36 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 690690 $69.1k $69.1k 0.00% Unchanged
37 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 564564 $56.5k $56.5k 0.00% Reduced -31 -31
38 Strategic Wealth Advisors LLC 0.04% of their portfolio SCOTTSDALE, AZ 560560 $56.0k $56.0k 0.04% Unchanged
39 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 475475 $47.6k $47.6k 0.00% Unchanged
40 Truvestments Capital LLC 0.01% of their portfolio SARASOTA, FL 455455 $45.6k $45.6k 0.01% Unchanged
41 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $42.1k $42.1k 0.00% Unchanged
42 CWM, LLC 0.00% of their portfolio OMAHA, NE 389389 $39.0k $39.0k 0.00% Unchanged
43 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 277277 $27.7k $27.7k 0.00% Unchanged
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 222222 $21.9k $21.9k 0.00% Unchanged
45 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 208208 $20.8k $20.8k 0.00% Added +198 +198
46 Missouri Trust & Investment Co 0.01% of their portfolio SPRINGFIELD, MO 200200 $20.0k $20.0k 0.01% Unchanged
47 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 160160 $16.0k $16.0k 0.00% Unchanged
48 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 152152 $15.3k $15.3k 0.00% Unchanged
49 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio MORRISTOWN, NJ 140140 $14.0k $14.0k 0.00% New
50 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 125125 $12.5k $12.5k 0.00% Unchanged
51 Wiser Advisor Group LLC 0.01% of their portfolio PHOENIX, AZ 112112 $11.2k $11.2k 0.01% Unchanged
52 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 8585 $8.5k $8.5k 0.00% Unchanged
53 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 7575 $7.5k $7.5k 0.00% Unchanged
54 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6666 $6.6k $6.6k 0.00% Unchanged
55 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 5555 $5.5k $5.5k 0.00% Unchanged
56 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 5353 $5.3k $5.3k 0.00% Added +11 +11
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5050 $5.0k $5.0k 0.00% Unchanged
58 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 4646 $4.6k $4.6k 0.00% Unchanged
59 Intentional Wealth Strategies, LLC 0.00% of their portfolio COLORADO SPRINGS, CO 4646 $4.6k $4.6k 0.00% First filing
60 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4040 $4.0k $4.0k 0.00% Unchanged
61 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 3232 $3.2k $3.2k 0.00% Unchanged
62 Scarborough Advisors, LLC 0.00% of their portfolio ANNAPOLIS, MD 2929 $2.9k $2.9k 0.00% Unchanged
63 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $200 $200 0.00% Unchanged